IASRX Mutual Fund

NAV$23.08

AUM$22M

TER1.37%

Holdings543

IASRX Mutual Fund

NAV$23.08

Nomura Asset Strategy Fund Class R

AUM$22M

TER1.37%

Holdings543

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Holdings Overlap Analysis

Compare IASRX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings IASRX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

IASRX Mutual Fund Overlap Analysis

IASRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

IASRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 543 holdings, IASRX may share significant positions with broad-market funds.

IASRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. IASRX tax-loss harvesting finds highly correlated but non-identical funds.